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Stone House Investment Management’s ASE Group ASX Stock Holding History

Stone House Investment Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.42K Hold
250
– – ﹤0.01% 448
2025
Q4 		$4.03K Hold
250
– – ﹤0.01% 466
2025
Q3 		$2.77K Sell
250
-100
-29% -$1.05K ﹤0.01% 445
2025
Q2 		$3.62K Buy
350
+100
+40% +$933 ﹤0.01% 369
2025
Q1 		$2.19K Buy
+250
New +$2.54K ﹤0.01% 376
2024
Q4 		– Sell
-250
Closed -$2.44K – 70
2024
Q3 		$2.44K Sell
250
-100
-29% -$1.02K ﹤0.01% 321
2024
Q2 		$4K Hold
350
– – ﹤0.01% 286
2024
Q1 		$3.85K Buy
+350
New +$3.43K ﹤0.01% 302

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Stone House Investment Management's ASX Position: Q1 2026 in Review

Stone House Investment Management held its ASE Group (ASX) position steady in Q1 2026 at 250 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Stone House Investment Management first reported a position in ASX in Q1 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Stone House Investment Management held 250 shares of ASE Group worth $5.42K as of Q1 2026.
  • Stone House Investment Management left its ASE Group share count unchanged in Q1 2026.
  • ASE Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #448 holding.
  • Stone House Investment Management first reported a position in ASE Group in Q1 2024 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.